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Ryan Ledden

Advisor at RFG Advisory, LLC

Updated today
RFG Advisory, LLC logo

Firm

RFG Advisory, LLC

Location

Alpharetta, GA 30004

Credentials

CFP®, Series 63, Series 65

Industry experience

13 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Financial planning and consulting flat fees negotiated up to $50,000.

Percentage

$0+: Up to 2.35% annually (Financial Advisor determines individual fee schedules which can be flat, linear, or tiered) $0+: RFG annual platform fee up to 0.50% $0+: Bluemonte strategist fee up to 1.00% $0+: Third-party investment manager platform fees vary Under $10,000+: $10 per month platform fee charged by SMArtX

Commissions

Some Financial Advisors receive commissions from sale of securities and insurance products; RFG Advisory receives portion of these commissions for administrative support.

Project-based

Hourly charges reported in Form ADV Part 1 but not specifically detailed in brochure.

Other

Account minimum: Determined by individual Financial Advisors or Third-Party Managers; varies and may be negotiated; not explicitly stated in brochure Fee-only: Financial planning and consulting flat fees up to $50,000, negotiated per engagement; Retirement Plan Consulting fees up to 1.00% of plan assets, negotiated; Annuity management fees up to 1.15% annually plus up to 0.45% platform fee.

Work history

Private Client Services

2026 - Present (1 year)

RFG Advisory LLC dba Black Oak Asset Management

2026 - Present (1 year)

Silver Oak Securities Inc

2014 - 2026 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Anne S

CFP®, AAMS®

Marietta, GA

Kenwyck Capital

As the daughter of a banker, I learned early on that if I wanted something, I had to earn it. I rolled my dad’s spare change for a 10% cut and birthday presents were stock certificates … not exactly on my wish list. At 16, I was already investing in the stock market and experiencing the sense of freedom and independence that comes when you understand your money. With this knowledge, I was paving the way to live life on my terms. This was so intoxicating I became a financial advisor to share my passion with others. As a financial advisor, I quickly learned that most women did not share my love of investing. In fact, many felt intimidated, guilty, and uncomfortable with their lack of knowledge, yet they yearn for financial independence. That’s why my true purpose as a financial advisor is to create an environment where women (and those who love them) feel heard, where they are encouraged and supported to express their fears and concerns without judgement. My unique brilliance is creating a positive wealth management experience, so they become more engaged in the conversation, while building the knowledge and confidence they need to live life on their terms.

Inherited wealth Women's Finance Dual Income Family Gen Y/Millennials (Born 1980-1995)

Luke M

CFP®

Cumming, GA

Origin Investment Advisory LLC

In John 16:33 Christ has stated: “I have told you these things, so that in me you may have peace. In this world, you will have trouble. But take heart! I have overcome the world.” Financial troubles will find us all. Uncertainty. Confusion about your financial future. The burden of debt. Challenges brought on by unexpected life events. The increasing costs of raising children. Saving and investing concerns. Retirement questions. And on, and on…troubles. Not knowing where to turn for simple, honest help is a concern of many folks. As Christians, we are all led by Christ to serve and to place the needs of others above our own. As a financial fiduciary, Greenway Financial Planning is bound to place the best interest of our clients ahead of our own interests. If you need some help, please reach out, and let’s start a conversation.

Student loan debt Christian Faith Based Young Families Gen X (Born 1965-1980)

Deyka C

Series 66

Canton, GA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Founder/Business Owner Hispanic/Latino/Latinx

Luciano T

Series 66

Alpharetta, GA

Fidelity

Luciano Trentoni is a Vice President and Financial Consultant currently serving at Fidelity Investments since 2016. He has over a decade of experience in the financial industry, including previous roles as Vice President Financial Consultant at Charles Schwab from 2012 to 2016, Assistant Vice President Financial Consultant at Bank of America Merrill Lynch from 2011 to 2012, and Wealth Banker at Wells Fargo Advisors from 2007 to 2011. Throughout his career, Luciano has focused on helping clients develop and execute financial plans aimed at navigating unpredictable markets. He approaches each client situation with professionalism, transparency, and care, emphasizing the importance of a strong financial plan to build confidence and pursue financial goals. Outside of his professional work, Luciano is involved in family activities and enjoys interests such as skiing, soccer, traveling, and volunteering.

Wealth management Passive / index investing Active portfolio management

Ryan D

Series 63, Series 65

Alpharetta, GA

Merrill

Ryan Dolar is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER (CFP) professional with over 15 years of experience delivering customized financial planning and advice to individual families and business owners. His approach covers multiple facets of wealth management including goal planning, risk management, investment selection, tax minimization strategies, trust and estate planning concepts, and retirement distribution advice. Ryan holds a Bachelor's degree in Finance from Georgia Southern University. He provides personalized wealth management services tailored to his clients' goals, focusing on areas such as college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. His practice emphasizes a holistic approach and proactive guidance to help preserve and grow wealth while building lasting relationships based on trust and transparency. Ryan resides in the Laurel Springs Golf Community in Suwanee, Georgia with his wife Kimberly and their two children, Hudson and Margo. He enjoys playing golf and tennis, spending time with his family, and is a long-time Atlanta Falcons season ticket holder. He is also a member of Northpoint Community Church.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Tax-loss harvesting Parents

Joshua M

Series 63, Series 66

Roswell, GA

Fidelity

Josh Mentle is the Market Leader at Fidelity Investments, overseeing the Investor Center teams in Atlanta, Georgia, and Greenville, South Carolina. In this role, he focuses on building strong relationships with clients by ensuring their financial plans are aligned with their goals and tailored to their unique circumstances. His objective is to serve as the primary financial provider for his clients through ongoing support and plan updates. Josh has been with Fidelity Investments since 2005 and has held various positions, including Vice President and Branch Leader from 2018 to 2022, Assistant Branch Office Manager from 2017 to 2018, Branch Service Manager from 2011 to 2017, Service Manager from 2010 to 2011, Private Client Group Representative from 2007 to 2010, Premium Services Representative from 2006 to 2007, and Financial Representative from 2005 to 2006. His extensive experience within Fidelity reflects his commitment to client service and leadership in the financial services industry.

Wealth management Financial Professional
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